Domestic Equity
Domestic Equity Market Commentary – 2Q 2025
After a difficult start to the second quarter following the “Liberation Day” market meltdown, equities rebounded strongly the last 11 weeks of the quarter.
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domestic equity,global equity
Global Equity
Global Equity Market Commentary – 2Q 2025
Despite starting the quarter with a tariff shock and enduring a thankfully short Iranian conflict, global markets (ex-USA) put up stellar returns for 2Q25.
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Domestic Equity
Domestic Equity Market Commentary – 1Q 2025
Whereas the only certainty for the near-term would seem to be more market volatility, investor sentiment has turned so negative that a relief rally can’t be ruled out.
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Global Equity
Global Equity Market Commentary – 1Q 2025
Global equity markets (ex-USA) were higher to start the year, with particular strength in Europe.
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Domestic Equity
Company Insights on Consumer Spending
Equity Research Analyst Gaby Greenman shares insights from the companies she follows, providing a direct look at how businesses are thinking about consumer demand and their outlook for the months ahead.
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Macro | Domestic Equity
Consumer Spending Faces Crosswinds After Strong 2024
Will consumers stay resilient or pullback? Our Global Strategist Bill Sterling shares his research on spending trends and what they mean for investors.
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Macro | Domestic Equity
Perspectives on the US Equity Market Selloff
Global Strategist Bill Sterling shares his research into historical stock market corrections – including how extreme uncertainty can be followed by surprisingly positive stock market returns.
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Domestic Equity
GW&K Domestic Equities Market Commentary – 4Q 2024
Despite a difficult December, fourth quarter returns remained slightly positive for equities, with large cap stocks posting their fifth consecutive quarterly gain.
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Global Equity
GW&K Global Equities Market Commentary – 4Q 2024
Global equity markets ended the year with a modestly positive return, but in the fourth quarter gave back much of the prior quarter’s gains.
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